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Sunday 3 August 2025
Taiwan advances silicon photonics as global market heads toward US$7.8 billion by 2030
Taiwan is positioning itself in the growing silicon photonics market through government investment and university research partnerships, as the technology becomes critical for artificial...
Saturday 2 August 2025
Tokyo Electron cuts profit forecast amid weaker semiconductor equipment demand and China slowdown
On July 31, 2025, Tokyo Electron (TEL) revised its operating profit forecast for the fiscal year ending March 2026 to JPY570 billion (US$3.83 billion), an 18% decline from the previous...
Friday 1 August 2025
Ericsson in talks to invest in Intel's standalone network business
The Swedish telecom equipment maker Ericsson AB is in talks to invest hundreds of millions of dollars in Intel's networking infrastructure business, according to people familiar with...
Thursday 31 July 2025
Screen Holdings sees 12% profit drop as China demand slows, investment weighs
Japanese chip equipment maker Screen Holdings reported a 12.2% year-over-year decline in operating profit for the second quarter of 2025, reaching JPY24.3 billion (US$163 million),...
Thursday 31 July 2025
Meta boosts 2025 capex to US$72 billion, expands AI push with superintelligence team
Meta posted strong second-quarter 2025 earnings, fueled by gains in AI-powered advertising. However, the company is ramping up its long-term investment in superintelligence, pushing...
Thursday 31 July 2025
Samsung's Lee Jae-yong visits DC with US tariff negotiations ongoing, eyes further Texas investment
Samsung Electronics Chairman Lee Jae-yong recently made a spontaneous trip to Washington, DC, to assist South Korea in ongoing reciprocal tariff negotiations with the US. As AI semiconductors...
Thursday 31 July 2025
Meta posts strong 2Q25 growth, but rising AI investments weigh on outlook
Meta delivered a solid second quarter with revenue and profit surging on strong advertising performance. However, rising AI infrastructure spending and a slower revenue growth outlook...
Thursday 31 July 2025
Microsoft tops 4QFY25 expectations with strong Azure growth and cloud momentum
Microsoft reported robust fiscal fourth-quarter results, driven by a surge in Azure sales and cloud momentum. Better-than-expected margins and disciplined capital investment supported...
Thursday 31 July 2025
Trump says US to impose 15% tariff on South Korean goods
US President Donald Trump said he reached a trade deal with South Korea that would impose a 15% tariff on its exports to the US and see Seoul agree to US$350 billion in US investme...
Wednesday 30 July 2025
Samsung-Tesla deal gives South Korea new leverage in US tariff negotiations
Samsung has secured a major deal with Tesla, creating new opportunities for its foundry business and providing leverage in South Korea-US tariff negotiations. The partnership extends...
Wednesday 30 July 2025
Wistron has no EMS plans for Telangana, focus remains on service operations in India
India's Economic Times reports that Wistron Group plans to invest about INR10 billion (US$115.30 million) to establish an electronics manufacturing plant in Telangana, targeting...
Wednesday 30 July 2025
Taiwan approves Wistron's major US investments, Inventec to expand AI server supply chain
Taiwan's Ministry of Economic Affairs (MOEA) Investment Review Committee approved eight major investment projects on July 29, 2025, including significant capital injections by prominent...
Tuesday 29 July 2025
Nearly half a year into Trump's administration, Taiwan's June 2025 economic indicators remain green
Although US President Donald Trump's reciprocal tariff policy implemented in April 2025 has caused significant shocks to global trade and economy, the National Development Council...
Tuesday 29 July 2025
Foxconn expands global footprint in Vietnam, India, and Mexico as China production assets decline
Foxconn has increased its investment in two US-based electric vehicle units as part of a long-term strategy to expand its global manufacturing footprint amid shifting geopolitical...
Monday 28 July 2025
Trump drives boom: Over 200 companies queue for Arizona chip rush
Industry insiders reveal that under Trump's strong push, Arizona has become a focal point for semiconductor development supported by the US government. The upcoming SEMICON West exhibition...